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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-11-02
VA RA APPROVED 2021-11-02
  • MD RA
    APPROVED
    Since 2021-11-02
  • VA RA
    APPROVED
    Since 2021-11-02

Branch Locations

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

484 Viking Drive Suite 100, Virginia Beach, VA 23452 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dellisanti Benefit Advisors Towson MD 11/2005 Present
Lpl Financial, Llc Virginia Beach MD 11/2010 12/2021
Sfg Wealth Management, Llc(Formerly:SYnergy Financial Group,Llc) Virginia Beach MD 12/2016 11/2021
Onedigital Investment Advisers Llc Overland Park KS 11/2021 Present
Triad Advisors Norcross GA 12/2021 08/2024
Osaic Wealth, Inc. Virginia Beach VA 08/2024 Present
  • 11/2005 → Present
    Dellisanti Benefit Advisors
    Towson, MD
  • 11/2010 → 12/2021
    Virginia Beach, MD
  • 12/2016 → 11/2021
    Sfg Wealth Management, Llc(Formerly:SYnergy Financial Group,Llc)
    Virginia Beach, MD
  • 11/2021 → Present
    Onedigital Investment Advisers Llc
    Overland Park, KS
  • 12/2021 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Virginia Beach, VA
Previous Registrations
  • 2010-11-30 → 2021-12-10
    Towson, MD
    Fort Mill, SC
    Towson, MD
    Bryan, OH
    Virginia Beach, VA
    Virginia Beach, VA
    Virginia Beach, VA
  • 2016-12-16 → 2021-12-02
    Towson, MD
    Virginia Beach, VA
  • 2008-01-08 → 2010-11-30
    Nrp Advisors, Inc.
    Bryan, OH
    Virginia Beach, VA
  • 2006-01-05 → 2007-12-31
    Dellisanti Benefit Advisors Llc
    Virginia Beach, VA
Other Businesses

1)JJD LLC;not investment related;1060 Laskin Road,Ste 12B,Virginia Beach,VA 23451;individual life and disability insurance sales;president;12/2021;less than 5 hrs/month;0 hrs during trading;sales of individual insurance policies 2)OneDigital Insurance;not investment related;1060 Laskin Road,Ste 12B,Virginia Beach,VA 23451;employee benefits sales/service;consultant;12/2021;80 hrs/month;4 hrs during trading;sales of group insurance plans

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-31
S63 Uniform Securities Agent State Law Examination 1995-05-19
  • S65 Uniform Investment Adviser Law Examination
    2005-12-31
  • S63 Uniform Securities Agent State Law Examination
    1995-05-19
Other Names
  • Joey Dellisanti

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